Unum Group
UNM- Exchange
- NYSE
- Industry
- Accident & Health Insurance
- SEC CIK
- 0000005513
In the last 90 days, Unum Group insiders filed 0 open-market purchases and 3 sales; 766 institutions reported holding it in 13F filings for Q2 2026, worth $12.6B in total; Gardner Russo & Quinn is the only superinvestor holding it.
Other share classesUNMA
13F holders, Q4 2024
Institutional positions in Unum Group as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 685
- +68 vs. Q3 2024
- Shares held
- 154.1M
- −2.25M (−1.4%) vs. Q3 2024
- Total value
- $11.3B
- +$1.96B (+21.1%) vs. Q3 2024
- New holders
- 118
- 222 more added
- Sold out
- 50
- 250 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 766 | $12.6B |
| Q1 2026 | 702 | $9.25B |
| Q4 2025 | 699 | $11.3B |
| Q3 2025 | 674 | $10.4B |
| Q2 2025 | 736 | $12.3B |
| Q1 2025 | 729 | $12.6B |
| Q4 2024 | 685 | $11.3B |
| Q3 2024 | 625 | $9.30B |
| Q2 2024 | 579 | $8.25B |
| Q1 2024 | 580 | $8.87B |
| Q4 2023 | 572 | $7.51B |
| Q3 2023 | 580 | $8.14B |
| Q2 2023 | 557 | $7.97B |
| Q1 2023 | 527 | $6.65B |
| Q4 2022 | 528 | $6.94B |
| Q3 2022 | 492 | $6.59B |
| Q2 2022 | 487 | $5.76B |
| Q1 2022 | 466 | $5.36B |
| Q4 2021 | 444 | $4.09B |
| Q3 2021 | 459 | $4.18B |
| Q2 2021 | 451 | $4.88B |
| Q1 2021 | 459 | $4.67B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 13,185 | $963.0K | 0.04% | +13,185 | New |
| Y-Intercept (Hong Kong) Ltd | 13,158 | $960.9K | 0.06% | −5,777−30.5% | Reduced |
| TownSquare Capital, LLC | 13,100 | $956.8K | 0.01% | +964+7.9% | Added |
| BOS Asset Management, LLC | 13,033 | $951.8K | 0.34% | −288−2.2% | Reduced |
| Affinity Investment Advisors, LLC | 12,962 | $946.6K | 0.79% | −8,005−38.2% | Reduced |
| Coldstream Capital Management Inc | 12,890 | $941.4K | 0.02% | +112+0.9% | Added |
| Toroso Investments, LLC | 12,837 | $937.5K | 0.01% | −384−2.9% | Reduced |
| Point72 Hong Kong Ltd | 12,737 | $930.2K | 0.06% | −37,723−74.8% | Reduced |
| Securian Asset Management, Inc | 12,700 | $927.5K | 0.03% | −590−4.4% | Reduced |
| Integrated Wealth Concepts LLC | 12,637 | $922.9K | 0.01% | −829−6.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,566 | $917.7K | 0.01% | −71,590−85.1% | Reduced |
| Evergreen Capital Management LLC | 12,541 | $915.9K | 0.03% | +40.0% | Added |
| Park Avenue Securities LLC | 12,478 | $911.0K | 0.01% | +121+1.0% | Added |
| CAPROCK Group, Inc. | 12,392 | $905.0K | 0.03% | +84+0.7% | Added |
| Simplex Trading, LLC | 12,103 | $883.0K | 0.02% | +2,962+32.4% | Added |
| M&T Bank Corp | 12,080 | $882.3K | 0.00% | −1,286−9.6% | Reduced |
| Signet Financial Management, LLC | 12,053 | $880.2K | 0.11% | −562−4.5% | Reduced |
| Brevan Howard Capital Management LP | 12,031 | $878.6K | 0.02% | −17,200−58.8% | Reduced |
| Paradigm Financial Partners, LLC | 11,947 | $872.5K | 0.11% | −1,089−8.4% | Reduced |
| Old National Bancorp | 11,815 | $862.8K | 0.02% | +1,136+10.6% | Added |
| Dynamic Technology Lab Private Ltd | 11,402 | $833.0K | 0.13% | +11,402 | New |
| Dumont & Blake Investment Advisors LLC | 11,190 | $817.2K | 0.22% | −1,732−13.4% | Reduced |
| Greenleaf Trust | 11,126 | $812.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 11,074 | $808.7K | 0.10% | +4,196+61.0% | Added |
| Mutual Advisors, LLC | 10,834 | $804.9K | 0.02% | −22−0.2% | Reduced |
| Wedmont Private Capital | 11,199 | $804.1K | 0.04% | +538+5.0% | Added |
| HM Payson & Co | 10,922 | $797.6K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 10,906 | $796.5K | 0.47% | +10,906 | New |
| Financial Advisory Service, Inc. | 10,831 | $791.0K | 0.07% | +62+0.6% | Added |
| United Services Automobile Association | 10,707 | $781.9K | 0.03% | −463−4.1% | Reduced |
| Walleye Capital LLC | 10,576 | $772.4K | 0.01% | −5,859−35.6% | Reduced |
| Lingohr & Partner Asset Management GmbH | 10,591 | $769.0K | 1.59% | −4,253−28.7% | Reduced |
| Boxwood Ventures, Inc. | 10,412 | $760.4K | 1.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,405 | $759.9K | 0.01% | +26+0.3% | Added |
| Maryland State Retirement & Pension System | 10,223 | $746.6K | 0.02% | −678−6.2% | Reduced |
| AIA Group Ltd | 10,042 | $733.4K | 0.02% | −8,462−45.7% | Reduced |
| Utah Retirement Systems | 9,900 | $723.0K | 0.01% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 9,835 | $718.3K | 0.05% | +100+1.0% | Added |
| Carret Asset Management, LLC | 9,832 | $718.0K | 0.08% | −11−0.1% | Reduced |
| Venture Visionary Partners LLC | 9,531 | $696.1K | 0.03% | +20.0% | Added |
| Ashton Thomas Private Wealth, LLC | 9,491 | $693.1K | 0.03% | +3,131+49.2% | Added |
| Proequities, Inc. | 9,195 | $692.8K | 0.04% | +132+1.5% | Added |
| Old Port Advisors | 9,255 | $675.9K | 0.19% | +20+0.2% | Added |
| Avantax Advisory Services, Inc. | 9,226 | $673.8K | 0.00% | +324+3.6% | Added |
| Asset Management One Co.,Ltd. | 9,182 | $672.0K | 0.00% | +9,182 | New |
| Pitcairn Co | 9,201 | $671.9K | 0.04% | −560−5.7% | Reduced |
| Callan Capital, LLC | 9,061 | $661.7K | 0.05% | +996+12.3% | Added |
| Benjamin Edwards Inc | 8,967 | $654.8K | 0.01% | −1,261−12.3% | Reduced |
| Wolverine Trading, LLC | 8,962 | $654.7K | 0.01% | +4,069+83.2% | Added |
| Erste Asset Management GmbH | 8,900 | $651.4K | 0.01% | +100+1.1% | Added |
| Meeder Advisory Services, Inc. | 8,809 | $643.3K | 0.04% | +65+0.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,581 | $631.9K | 0.01% | +3,834+80.8% | Added |
| Global Retirement Partners, LLC | 8,321 | $607.7K | 0.02% | +29+0.3% | Added |
| Campion Asset Management LLC | 8,300 | $606.1K | 0.46% | −100−1.2% | Reduced |
| SG Americas Securities, LLC | 8,297 | $606.0K | 0.00% | −341−3.9% | Reduced |
| Hamilton Capital Partners Inc. | 8,112 | $592.4K | 0.04% | +212+2.7% | Added |
| Summit Trail Advisors, LLC | 8,094 | $591.1K | 0.02% | +2,600+47.3% | Added |
| RSM US Wealth Management LLC | 8,056 | $588.5K | 0.01% | −1,929−19.3% | Reduced |
| BancorpSouth Bank | 8,027 | $586.2K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,973 | $582.2K | 0.00% | −33,265−80.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 7,905 | $577.3K | 0.15% | −18,981−70.6% | Reduced |
| GAMMA Investing LLC | 7,893 | $576.4K | 0.05% | +680+9.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,752 | $566.1K | 0.08% | +1,242+19.1% | Added |
| Clarius Group, LLC | 7,746 | $565.7K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 7,680 | $560.9K | 0.00% | −1,541−16.7% | Reduced |
| Impact Partnership Wealth, LLC | 7,440 | $543.3K | 0.11% | +7,440 | New |
| My Legacy Advisors, LLC | 7,402 | $542.8K | 0.21% | −128−1.7% | Reduced |
| Wetherby Asset Management Inc | 7,320 | $534.6K | 0.03% | −252−3.3% | Reduced |
| NorthRock Partners, LLC | 7,284 | $531.9K | 0.02% | +246+3.5% | Added |
| Measured Wealth Private Client Group, LLC | 7,276 | $531.4K | 0.17% | +7,276 | New |
| Kestra Advisory Services, LLC | 7,217 | $527.0K | 0.00% | +1,149+18.9% | Added |
| Baird Financial Group, Inc. | 7,169 | $523.6K | 0.00% | +3,506+95.7% | Added |
| DMG Group, LLC | 7,105 | $518.9K | 0.42% | +2,605+57.9% | Added |
| Bleakley Financial Group, LLC | 7,044 | $514.4K | 0.02% | +235+3.5% | Added |
| Boothbay Fund Management, LLC | 7,042 | $514.3K | 0.02% | +7,042 | New |
| Dorsey & Whitney Trust CO LLC | 6,972 | $509.2K | 0.03% | +20.0% | Added |
| Belpointe Asset Management LLC | 9,151 | $507.8K | 0.03% | +189+2.1% | Added |
| Ballentine Partners, LLC | 6,893 | $503.4K | 0.01% | +87+1.3% | Added |
| Caitlin John, LLC | 6,886 | $502.9K | 0.34% | −247−3.5% | Reduced |
| AE Wealth Management LLC | 6,825 | $498.4K | 0.00% | +430+6.7% | Added |
| AdvisorShares Investments LLC | 6,800 | $496.6K | 0.10% | −1,700−20.0% | Reduced |
| Means Investment Co., Inc. | 6,732 | $491.7K | 0.05% | +19+0.3% | Added |
| Vise Technologies, Inc. | 6,630 | $484.2K | 0.04% | +6,630 | New |
| J.W. Cole Advisors, Inc. | 6,627 | $484.0K | 0.02% | −549−7.7% | Reduced |
| Guggenheim Capital LLC | 6,603 | $482.2K | 0.00% | −308,727−97.9% | Reduced |
| Bessemer Group Inc | 6,536 | $478.0K | 0.00% | +143+2.2% | Added |
| Quest Partners LLC | 6,526 | $476.6K | 0.06% | −34,941−84.3% | Reduced |
| Csenge Advisory Group | 6,486 | $473.7K | 0.03% | −1,677−20.5% | Reduced |
| Patten Group, Inc. | 6,480 | $473.3K | 0.10% | −751−10.4% | Reduced |
| Shelton Capital Management | 6,450 | $471.0K | 0.01% | −663−9.3% | Reduced |
| Quent Capital, LLC | 6,442 | $470.4K | 0.05% | −131−2.0% | Reduced |
| Scientech Research LLC | 6,391 | $466.7K | 0.13% | +6,391 | New |
| Alps Advisors Inc | 6,350 | $463.7K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 6,328 | $462.1K | 0.00% | −54−0.8% | Reduced |
| Forum Financial Management, LP | 6,294 | $459.7K | 0.01% | +89+1.4% | Added |
| J. W. Coons Advisors, LLC | 6,258 | $457.0K | 0.12% | −109−1.7% | Reduced |
| Investors Asset Management of Georgia Inc | 6,214 | $453.8K | 0.22% | +6+0.1% | Added |
| Advisors Capital Management, LLC | 6,172 | $450.8K | 0.01% | +323+5.5% | Added |
| Virtus Investment Advisers, Inc. | 6,105 | $445.8K | 0.35% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 6,059 | $442.5K | 0.13% | −533−8.1% | Reduced |